Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Funke, Peter Sadlo, DeAnne Finn, Amy HusteddeRBC Wealth ManagementMorgan Stanley$50006-25-2020
Ethan Marc SilvermanGenex ConsultingMorgan Stanley12-06-2019
Steven Warren CookeBenjamin F. Edwards & Company, Inc.Morgan Stanley10-09-2019
Laura SilverbergCutter & Company, Inc.Morgan Stanley$10007-12-2019
John Senior GroverMoneta Group Investment Advisors, LLCMorgan Stanley07-11-2019
Jeffrey Glen RushMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-14-2019
Craig K. BillingsleyMoloney Securities Co., Inc.Morgan Stanley$5006-11-2019
Edward D. CampbellAmeriprise Financial Services, LLCMorgan Stanley$10006-07-2019
Chris B BentlerEdward JonesMorgan Stanley05-30-2019
Robert Michael MossU.S. Bancorp Investments, Inc.Morgan Stanley05-28-2019
Manucci-Michael KamaliEdward JonesMorgan Stanley05-06-2019
Jeffrey Lee LaymanWells Fargo Clearing Services, LLCMorgan Stanley$5004-04-2019
Sarah Kay Hanafin-JusticeWells Fargo Clearing Services, LLCMorgan Stanley04-04-2019
Lisa Ann JordisonWells Fargo Clearing Services, LLCMorgan Stanley04-04-2019
Richard Riley PrattUMB Financial Services, Inc.Morgan Stanley03-11-2019
Ryan Steven GorskiEdward JonesMorgan Stanley03-11-2019
Timothy Allen HeuiserAmeriprise Financial Services, LLCMorgan Stanley$15012-07-2018
Daniel James KochsmeierEdward JonesMorgan Stanley10-08-2018
Gina Marie HoggattEdward JonesMorgan Stanley$5009-17-2018
Bradley Louis BoessenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-21-2018
Vincent C NockowskiEdward JonesMorgan Stanley07-02-2018
Sara Beth CookeBuckingham Strategic Wealth, LLCMorgan Stanley02-14-2018
Ryan Gabriel SpaldingSummit Wealth StrategiesMorgan Stanley02-08-2018
Ann Margaret A. MacagbaWells Fargo Advisors Financial Network, LLCMorgan Stanley11-02-2017
Elizabeth Irene WalzStifel, Nicolaus & Company, IncorporatedMorgan Stanley09-08-2017
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Showing 1 to 25 of 161 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.